CRD: 298268
Prosperity Planning
$543.2M Total AUM
$533.6M Disc. AUM
11.0% 3Y CAGR
13 Employees
406 ADV. Clients
7 yrs Firm Age
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- Custodian
- American Funds · Ascensus · Capital Group · Charles Schwab & Company · Fidelity/NFS · Transamerica · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-06-2018
- Office Locations
- 1
Office Locations
1920 Buchanan Street North Kansas City MO
About Prosperity Planning
Prosperity Planning is a Kansas City, MO team of CFP® professionals providing goals-based financial planning with written recommendations, customized portfolio management with ongoing monitoring/adjustments, and a coordinated tax strategy. They commonly serve divorcees, pre-retirees, and retirees seeking best-interest guidance, and offer in-house CPA-led tax planning while coordinating with clients’ tax preparers.
Team overview
35 AVG AGE
$54.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.2 yrs AVG TENURE
13 Employees
10 Advisory Reps
10 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Harbor Value Pathway summit Focus
Client Personas
Zenith vital Harbor atlas Alpha
CRM
Matrix
Custodian
Matrix Optima Insight oak Frontier fusion Wave Insight Bridge ridge Catalyst
Investment Themes
Pioneer Insight
Investment Vehicles
Crest delta
Platform
Ember north Glacier ridge
Services
Catalyst Prime Signal catalyst Vector vital Quantum Vital North frontier Pathway summit Peak alpha Legacy Crest
Owner & Executives
RYAN KENT NOBLE
Associate Advisor, Chief Compliance Officer, PARTNER, President
- CRD
- #4931140
- Ownership
- 25% but less than 50%
(375) 379-3883
summit.optima@atlascapital.com
in linkedin.com/in/atlas-north
D
Daniel Scott Reiter
PARTNER, VICE PRESIDENT
- CRD
- #6427884
- Ownership
- 25% but less than 50%
(769) 939-9335
element.pathway@fusioncapital.com
in linkedin.com/in/horizon-atlas
F
Frontier ridge
Atlas ember
- CRD
- #88726
- Ownership
- 38.4%
(353) 531-1050
ridge.oak@radialcapital.com
in linkedin.com/in/matrix-frontier
Showing 2 of 4 owners & executives
Unlock allContacts
T
Travis Adam Franks
--
- CRD
- #8127353
(267) 329-4873
north.radial@capitalcapital.com
in linkedin.com/in/ridge-beacon
A
Alyssa Claire Hon
Associate Financial Advisor
- CRD
- #7126216
(878) 449-6414
optima.meridian@beaconcapital.com
in linkedin.com/in/ridge-legacy
M
Meridian wave
Vertex fusion signal
- CRD
- #48662
(847) 578-1477
meridian.peak@eaglecapital.com
in linkedin.com/in/pioneer-pioneer
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $533,612,925 | $374,728 |
| Non-Discretionary | $9,594,097 | $1,199,262 |
| Total | $543,207,022 | $379,335 |
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Separately Managed Accounts
Total SMA Asset: $543,207,022
Public Funds:
8.0% Equity - Exchange:
22.3% Cash:
4.1% Corporate - Investment Grade:
14.1% Municipal Bonds:
16.7% Private Funds:
14.7% U.S. Government/Agency:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $379,773,040 | 8.0% |
| Equity - Exchange | $1,058,617,348 | 22.3% |
| Cash | $194,633,683 | 4.1% |
| Corporate - Investment Grade | $669,349,982 | 14.1% |
| Municipal Bonds | $792,776,220 | 16.7% |
| Private Funds | $697,832,960 | 14.7% |
| U.S. Government/Agency | $954,179,761 | 20.1% |
| Total | $4,747,162,994 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX EMBER | EAGLE HORIZON | YUIN83Z1O | ABZTI | 7.25% | $51,124,133 |
| BRIDGE PATHWAY | HARBOR PEAK | TVGKX4T4L | IFGY | 11.27% | $66,926,238 |
| ALPHA PIONEER WAVE | INSIGHT VECTOR | LDD2U0F9G | JABUN | 6.29% | $118,106,788 |
| VECTOR NORTH | FOCUS MERIDIAN | Y3RGJ4J2F | TUWLO | 4.28% | $102,017,792 |
| EMBER OAK | OAK UNISON | 47EIVQ8UZ | PQNKM | 10.17% | $40,490,271 |
| VERTEX FUSION PRIME | HORIZON ALPHA | 9J8Q73DMD | JQBM | 6.47% | $19,984,675 |
| VERTEX EMBER | BEACON EMBER | 2LH3I1B20 | YWVN | 1.08% | $51,637,264 |
| WAVE PRIME | NORTH SUMMIT | BN34DJ7EF | BDS | 8.65% | $55,324,466 |